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HSBC Midcap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹10006 Cr | ₹12549 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Apr 2007 | 09 Aug 2004 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | BSE 150 MidCap Index |
| Turn Over | 70% | 19% |
| Expense Ratio | 1.8 | 1.71 |
| Manager | Aditya Khemani | Venugopal Manghat |
| ISIN Code | INF205K01BC9 | INF917K01254 |
| Exits Load | Invesco India Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | -1.64% | -3.86% |
| 6 Month | 4.78% | 3.52% |
| 1 Year | 3.15% | -5.95% |
| 3 Year | 26.14% | 23.18% |
| 5 Year | 24.27% | 20.32% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.32% | 1.02% |
| 1 Year | 22.16% | 18.6% |
| 3 Year | 25.34% | 19.91% |
| 5 Year | 23.64% | 19.76% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.39% | 15.7% |
| 3 Year | 19.28% | 16.82% |
| 5 Year | 19.3% | 17.14% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.27% | 16.83% |
| Sharp | 1.25% | 1.00% |
| Beta | 0.95% | 0.98% |
| Alpha | 3.8% | 1.06% |
Fund Managers
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Name | Aditya Khemani | Venugopal Manghat |
| Total AUM | ₹12070 Cr | ₹41442 Cr |
| Funds Managed | 3 | 7 |
| Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 10.42 | 17.1 |
| Mid Cap | 54.49 | 48.73 |
| Large Cap | 14.19 | 13.42 |
| Small Cap | 20.89 | 20.75 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 2.01 | 2 |
| Industrials | 6.94 | 22.68 |
| Consumer Cyclical | 20.6 | 12.8 |
| Healthcare | 17.1 | 7.16 |
| Real Estate | 7.67 | 0 |
| Financial Services | 34.71 | 36.24 |
| Technology | 6.91 | 12.62 |
| Basic Materials | 3.63 | 0.05 |
| Communication Services | 0.44 | 1.87 |
| Utilities | - | 0.02 |
| Consumer Defensive | - | 4.57 |
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